Mirador Capital Partners’s Block Inc XYZ Stock Holding History

Mirador Capital Partners’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,525	Closed	-$222K	–	211
2022 Q4	$222K	Buy	+3,525	New	+$218K	0.05%	174
2022 Q2	–	Sell	-2,539	Closed	-$344K	–	207
2022 Q1	$344K	Buy	2,539 +43	+2%	+$5.21K	0.07%	169
2021 Q4	$403K	Buy	2,496 +238	+11%	+$51.6K	0.08%	163
2021 Q3	$542K	Sell	2,258 -13	-0.6%	-$3.34K	0.12%	129
2021 Q2	$554K	Buy	2,271 +45	+2%	+$10.4K	0.13%	127
2021 Q1	$505K	Buy	2,226 +264	+13%	+$61.8K	0.13%	117
2020 Q4	$427K	Buy	1,962 +202	+11%	+$39.4K	0.12%	125
2020 Q3	$286K	Sell	1,760 -647	-27%	-$91.4K	0.09%	142
2020 Q2	$253K	Buy	+2,407	New	+$184K	0.09%	131
2018 Q4	–	Sell	-2,810	Closed	-$278K	–	156
2018 Q3	$278K	Buy	+2,810	New	+$217K	0.14%	122

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Mirador Capital Partners's XYZ Position: Q1 2023 in Review

Mirador Capital Partners sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 3,525 shares — an estimated $222K sold.

Mirador Capital Partners first reported a position in XYZ in Q3 2018 and held it in 10 quarters. The position peaked at $554K in Q2 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

Mirador Capital Partners reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
Mirador Capital Partners sold 3,525 Block Inc shares in Q1 2023, an estimated $222K.
Mirador Capital Partners first reported a position in Block Inc in Q3 2018 and held it in 10 quarters.
Mirador Capital Partners's Block Inc position peaked at $554K in Q2 2021.
994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Mirador Capital Partners's 13F filing for Q1 2023, filed 14 Apr 2023.